See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 12 · EIN 27-2037969 | Sub-transfer agency fees; Participant... | $19,016 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,337 | $100,801+235.6% | $149,696+126.0% | $73,409+360.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 15.54% | 265.34%-249.8pp | 276.60%-261.1pp | 59.29%-43.8pp |
| Employer contribution / active EE | $14,171 | $3,312+327.9% | $4,644+205.1% | $2,234+534.5% |
| Participant deferral / active EE | $11,053 | $6,404+72.6% | $6,842+61.6% | $3,805+190.4% |
| Admin fee / account holder | $43 | $181-76.1% | $9,309-99.5% | $158-72.6% |